Stifel Financial
XAGG

Stifel Financial’s Eaton Vance Income Opportunities ETF XAGG Stock Holding History

Stifel Financial’s Portfolio XAGG Stock Details XAGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.02M Buy
20,518
+1,554
+8% +$78.8K ﹤0.01% 2445
2025
Q4 		$956K Buy
+18,964
New +$956K ﹤0.01% 2462

Other funds holding XAGG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $3.61B AUM 24.09% 1-Year Est. Return

Stifel Financial's XAGG Position: Q1 2026 in Review

Stifel Financial increased its Eaton Vance Income Opportunities ETF (XAGG) stake by 8.2% in Q1 2026, buying an estimated $78.8K and bringing the position to 20,518 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #2445.

Stifel Financial first reported a position in XAGG in Q4 2025 and has held it in 2 quarters since. 64 funds tracked by Wall St. Rank hold XAGG as of Q1 2026.

  • Stifel Financial held 20,518 shares of Eaton Vance Income Opportunities ETF worth $1.02M as of Q1 2026.
  • Stifel Financial bought 1,554 Eaton Vance Income Opportunities ETF shares in Q1 2026, an estimated $78.8K.
  • Eaton Vance Income Opportunities ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2445 holding.
  • Stifel Financial first reported a position in Eaton Vance Income Opportunities ETF in Q4 2025 and has held it in 2 quarters since.
  • 64 funds tracked by Wall St. Rank held Eaton Vance Income Opportunities ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.